Deskera Books Plus users can perform various actions on open Quotes, such as Editing, Copying, Printing, and Deleting.
- Note that you can do such activities only for the estimates/quotes with the status Open, as shown below.
Edit Function
To edit the quotes/estimates, follow the below steps,
Step 1: Scroll to the Right Corner and click on the three dots for the Quote that needs to be edited, and click on Edit from the drop-down menu as shown below.
Step 2: Once you click on the Edit Button, you will be redirected to the edit Estimate/Quote window, where you can perform editing all the required details on the quote/estimate and click on Save to save the edited estimate/quote
Copy Function
Copy Function allows you to create a duplicate estimate/quote document in the system.
To create a duplicate estimate/quote document, Scroll to the Right Corner and click on the three dots for the Quote that needs to be copied, and click on Copy from the drop-down menu as shown below.
Print Function
The print function allows you to print the quote document
To Print, Scroll to the Right Corner and click on the three dots for the Quote that needs to be printed, and click on Print from the drop-down menu as shown below.
Delete Function
The delete function lets you delete the quote document with the status Open.
To Delete, Scroll to the Right Corner and click on the three dots for the Quote that needs to be deleted, and click on Delete from the drop-down menu as shown below.
